XML financial group shares their success secrets

– The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein

Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Prior to co-founding XML in 2004, he was a Vice President and Senior Financial Advisor at Merrill Lynch, where he was designated Producing Sales Manager for a complex that managed over $5 billion in assets. Brett is a serial entrepreneur actively investing in many start-up companies and has led his firm in acquiring two local wealth management firms. This entrepreneurial spirit has led Brett to be active at the Dingman Center for Entrepreneurship at the University of Maryland’s Robert H. Smith School of Business as an Advisor and Subject Matter Expert. Additionally, Brett volunteers his time to the Bullis School’s entrepreneurial program, sponsoring the Capstone Entrepreneurial Shark Tank competition.

Listen to this insightful RIA episode with Brett Bernstein about XML Financial Group.

Here is what to expect on this week’s show:

- Brett’s role as the CEO and Co-Founder of XML Financial, and how his group operates.

- His start in finance, how he worked his way up in the business and why he decided to become and entrepreneur.

- How his firm has grown and the exponential growth strategies behind this.

Connect with Brett:

Guest Links:

Website- https://www.xmlfg.com/team/brett-shane-bernstein-cfp

LinkedIn- https://www.linkedin.com/in/brettshanebernstein/

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